SoominStar

⚽ Final Pre-Match Prediction · Round 12
The last day of the campaign is here — three cross-league showdowns, your last chance to call it!
① Real Madrid vs Malaga ⏰ August 30, 15:00 (UTC)
② Manchester United vs Ipswich Town ⏰ August 30, 15:30 (UTC)
③ Monaco vs Marseille ⏰ August 30, 18:45 (UTC)
Pick the match you're most confident about and predict the final result or score. Share your original analysis with the hashtag #Top5LeaguesPredictor and win rewards!
👉 Event Details: https://www.gate.com/campaigns/5901

📰 Gate Square Daily | August 31
A new week, a fresh start for the market. 🔔
Last week’s story is over —
so who will take center stage this week? 👀
📊 Top stories, market moves, and capital flows — all at a glance.
💬 Head to Gate Square and share your outlook for the week.
Great insights could also earn you Content Mining rewards 👇
https://www.gate.com/post

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Gate Idle Earn is now live:
Earn up to 3% APY with no lock-up and no repeated subscriptions required. Your funds remain available for normal trading and withdrawals.
Simply put —
You trade when you want to trade, and when you don’t, your money keeps earning. 👀
👇 Post with #GateIdleEarnUpTo3APY and share your thoughts:
If your idle funds could automatically earn yield, would you turn it on?
How do you usually manage USDT / USDC that you’re not using?
👉 Try it now: https://www.gate.com/zh/idle-earn
📢 Learn more: https://www.gate.com/announcements/article/101369

🔥 The Gate Square Event Contract Trade-Sharing Challenge is now live!
Got a market call? Don’t just trade it—share it 👇
Post your market views with #GateEventContractChallenge, or share a position, trade, or settlement screenshot after trading to join!
🎁 First eligible trade post guarantees a 5 USDT fee rebate voucher
🛡️ New users get up to 5 USDT in first-trade loss protection
🏆 15 users win USDT, Position Vouchers, and official traffic support daily
🍀 Post today and participate on 3 days for a chance to win 10 USDT
👉 Join now: https://www.gate.com/campaigns/6081
📄 Details: https://www.gate.com/announcements/article/101442

#AIStartupsRaise400BInSixMonths
AI FUNDING GOES VERTICAL 400B IN SIX MONTHS AND WHAT IT MEANS
Startup funding just broke every prior high
Data from Crunchbase and PitchBook show US startups raised more than 400B in the first half of 2026 Global totals hit 510B for the half already above the 440B seen in all of 2025 AI took 86 percent of venture dollars in Q2 alone
This is not a normal cycle This is a full scale build out
THE NUMBERS THAT SHOCKED THE MARKET
Q1 2026 global startup funding hit 297B up 2.5x from the prior quarter That single quarter beat every full year before 2019
Q2 added 137.2B still the second largest quarter on record
US and Canada alone pulled 392B in six months AI drew 221B in Q1 about six times the prior quarter
At the top four mega deals drove over 40 percent of H1 value OpenAI raised 122B Anthropic raised 30B at a 380B value xAI joined them with the trio pulling 172B combined
WHY THE MONEY IS FLOODING IN
Three forces are converging
One Compute demand AI models need vast GPU clusters Nvidia just moved to backstop up to 125B of a 500B infra push with top banks Data center spend is now seen as core infra like power grids
Two Revenue proof AI media music code and robotics firms show fast sales jumps Higgsfield 4x to a 5.4B value in six months on AI ad demand Suno raised 400M at 5.4B MiniMax revenue rose 4x ahead of its Hong Kong listing
Three Fear of missing the platform shift Seed AI firms now command huge early rounds as investors pay up to own the next model layer
WHERE THE 400B IS GOING
Frontier models still take the lion share OpenAI Anthropic xAI
Applied AI is next Sierra raised 950M at over 15B Replit raised 400M
Europe is rising Helsing raised 1.8B Neura Robotics raised 1.4B
Infra and chips sit behind it all power cooling fiber and GPU clouds
WHAT IT MEANS FOR MARKETS
For public tech Mega cap AI capex will stay high which supports chip and cloud sales but pressures free cash flow
For crypto AI token plays may get a halo bid yet real dollars are going to equity not tokens
For jobs AI startups are hiring while old SaaS cuts costs
Risk is crowding Late stage values assume perfect execution A miss on model margins could freeze follow on rounds
WHAT TO WATCH NEXT
Follow on closes Can Q3 keep pace or was Q1 the peak
Model revenue Do high values map to cash flow or just hype
Infra returns Will 500B in compute earn back its cost
Policy US export rules and EU AI rules will shape where labs build
THE BIGGER PICTURE
400B in six months tells you one thing Capital now sees AI as the core industrial race of this decade
It is bigger than a VC boom It is a bet on who owns intelligence supply
Stay sharp Focus on firms with real usage real revenue and real moats Hype fades Cash flow stays

#Web3安全指南 #C2C #Web3
Large Web3 Withdrawals: Security Should Come Before Speed
Moving a large amount of crypto is not the moment to rush. Whether you are withdrawing from an exchange, transferring between wallets, or completing a C2C transaction, the safest approach is to slow down and verify every important detail before confirming the transfer.
The first checkpoint is the destination address. Copying an address is not enough; verify it carefully and make sure the network you select is exactly the network supported by the receiving wallet. A correct address on the wrong network can create serious problems.
Before sending a significant amount, check the withdrawal limit, network fee, processing requirements and final amount you are expected to receive. If the situation allows it, sending a small test transaction first can provide additional confidence before moving the full balance.
Security credentials should never be shared.
Your private key, seed phrase, passwords, verification codes and sensitive account information belong to you and should remain private. Anyone asking for these details should be treated as a major security warning.
For C2C transactions, do not focus only on the price. Check the counterparty, use trusted platforms, follow the platform’s payment and release procedures, and keep transaction records so you can clearly track what happened.
There is also a financial side that is easy to overlook. A large withdrawal should not leave you without enough money for essential expenses. Keep appropriate funds available for bills, emergencies and daily needs instead of moving everything simply because a transfer is available.
The strongest Web3 users are not the ones who move funds the fastest.
They are the ones who verify before sending, protect their credentials, understand the network, document their transactions and stay calm under pressure.
A large transaction deserves a few extra minutes of checking.
Verify the address.
Confirm the network.
Check the fees.
Test when appropriate.
Protect your keys.
Keep records.
Never rush.
In Web3, careful execution is not hesitation.
It is risk management.
#Web3Security #C2C

$MU ‌ Bounced cleanly off the $906 support floor to print a strong green candle up to $941.42 (+0.93%), reaching a high of $948.09. Moving averages are aligned bullishly (MA5 > MA10 > MA30). Riding this momentum to target a breakout above $950!
#EventContracts1%Reward
#USVenezuelaOilDeal
#Web3SecurityGuide
#CandyDrop1BTCForOldUsers
#RobinhoodChainDailyRevenueSurpassesEthereum

#USVenezuelaOilDeal
Most crypto traders are staring at 15-minute BTC charts, completely ignoring a geopolitical earthquake that just fundamentally altered the global energy and macro landscape. 🌍🛢️
The reported $100B+ US-Venezuela oil deal, potentially granting the U.S. control over 65 BILLION barrels of oil reserves (doubling U.S. reserves), isn't just a political headline. It is a massive structural shift in global hegemony that will dictate inflation and liquidity for the next decade.
Here is the Smart Money breakdown of how this geopolitical mega-deal impacts the Fed, the Dollar, and ultimately, Bitcoin: 🧠👇
1️⃣ The "Energy Deflation" Shock
Oil is the master commodity; it dictates the cost of global transport, food, and manufacturing. Bringing 65B barrels of Venezuelan heavy crude under U.S. control creates a massive, long-term supply-side deflationary shock. If energy prices are structurally suppressed, CPI inflation drops. This gives the Federal Reserve the ultimate green light to aggressively cut interest rates and inject liquidity without fearing an inflation resurgence. Lower rates + higher liquidity = absolute rocket fuel for risk assets and crypto.
2️⃣ The Weaponization of Resources (The Fiat Trust Deficit 🏛️):
When superpowers start aggressively securing and carving up global commodity reserves, it sends a chilling message to the rest of the world: the fiat system and global supply chains are entirely weaponized. Smaller nations and global citizens are watching this and realizing that holding sovereign debt or fiat currency leaves them vulnerable to geopolitical sanctions and resource monopolies. This structural "trust deficit" in the traditional financial system is exactly what drives global capital to seek out hard, non-sovereign assets.
3️⃣ The Bitcoin "Geopolitical Hedge" Premium (🟠🛡️):
In a world where energy reserves are locked up in multi-billion-dollar sovereign deals, Bitcoin’s value proposition shifts from a "tech stock proxy" to a "Geopolitical Hedge." It is the only asset on earth that cannot be seized by a superpower, embargoed by a navy, or diluted by a central bank to fund a $100B resource acquisition. As the world fractures into competing resource blocs, BTC's "Sovereign Neutrality" premium will violently expand.
I am watching the energy markets and the DXY (Dollar Index) closely. If this deal suppresses global inflation and forces the Fed to ease monetary policy, Bitcoin is going to act as the ultimate sponge for the resulting liquidity.

#CandyDrop1BTCForOldUsers
Gate's 1 BTC CandyDrop for Existing Users — A Complete Guide
The crypto market is heating up again, and right into this recovery wave, Gate has launched a special CandyDrop event designed as a thank-you for the people who have stayed with the platform: existing and old users. The headline is simple — a 1 BTC reward pool is waiting to be shared, and the entry requirement is so small that almost any user can take part.
First, for those who have not used CandyDrop before, here is the idea in plain words. CandyDrop is Gate's airdrop platform built on a task-driven model. Users complete a small set of tasks — for example, reaching a certain trading volume, depositing a token, or inviting a friend — and in return they earn candy points. At the end of the campaign, every candy holder shares the reward pool in proportion to the candies they hold. The more candy you hold, the bigger your slice of the pool. It is a transparent, simple and fair way to turn everyday trading activity into extra rewards.
Now, who can join this particular event? The campaign is exclusively for old users, meaning accounts registered before August 25, 2026, 00:00 (UTC+8) — which is August 24, 2026, 16:00 UTC. If your Gate account was created before that cut-off point, you qualify. This is what makes the event special: instead of chasing new sign-ups, Gate has chosen to give back to the community that has supported the platform, a clear sign of how much long-term users are valued.
The campaign window runs from August 25, 18:00 to September 8, 18:00 (UTC+8), which translates to August 25, 10:00 to September 8, 10:00 (UTC). As of today, the event is still live, and only a few days remain, so timing matters. The task itself could not be simpler: any user who accumulates at least 1 USDT of futures trading volume — counting both opening and closing positions — on any token during the period automatically earns 1 candy and enters the draw to share the 1 BTC pool. One USDT. That is effectively a zero threshold. If you already trade futures, you qualify almost without trying.
Let us talk about the numbers, because this is where the event gets interesting. One Bitcoin is worth roughly 77,000 to 79,000 dollars at the time of writing, which means the total pool is worth somewhere in that range — a serious sum for a single campaign. The platform has also set a per-user sharing cap of 0.001 BTC, which equals approximately 77 to 79 dollars per participant at current prices. That cap works in your favour in one important way: it stops large traders from swallowing the entire pool, so the reward is distributed across many users instead of concentrating in a few hands. Compared with campaigns that demand tens of thousands of dollars of volume for a small fixed reward, this structure is unusually friendly to the average user.
The market backdrop makes the timing even better. Bitcoin is up about 22 percent over the past seven days after its sharp rebound from the low 62,000 zone, with a roughly 18 to 19 percent gain over the past month as well. Meanwhile Gate's own token, GT, has been moving up in sync: GT is trading around 8.10 to 8.16 dollars, up roughly 19 to 20 percent over the past week and about 20 percent over the past month, with a market cap near 865 to 870 million dollars. That kind of momentum tends to bring traders back to the market, and every returning trader who completes the futures task automatically earns a candy — participation costs almost nothing, but the reward could be meaningful.
This is also a good moment to talk about why Gate has earned the trust that a campaign like this builds on. Gate has been in the industry since 2013, serving millions of users worldwide through bull and bear markets alike. The platform maintains a high security standard, including ISO 27001 certification, hardware-key two-factor authentication, anti-phishing codes and address whitelisting. Its latest independent proof-of-reserves report shows total reserves of about 8.2 billion dollars with an overall reserve ratio of 127 percent, and GT itself is backed at roughly 131 percent — numbers that put the platform comfortably above the 100 percent baseline and demonstrate a strong commitment to user asset safety. Beyond that, Gate offers a wide range of services from spot and futures trading to copy trading, earn products, Web3 tools and more, and it runs campaigns like CandyDrop with carefully curated, quality projects. When a platform opens its own wallet to give back to its users with a 1 BTC pool, it is not just a promotion — it is a statement of confidence in its community.
If you want to take part, here is the process step by step. Open the CandyDrop campaign page on the Gate app or website and click the Join Now button first — this step is essential, because only volume generated after clicking the button will be counted. Make sure your account has completed identity verification (KYC). Then simply trade futures on any token and accumulate at least 1 USDT of volume during the campaign window. Your candy count usually updates within one to three hours after the task is completed. After the campaign ends, the final calculation is done, and the airdrop is credited to your spot account within 14 working days.
A few rules are worth remembering, both for fairness and for your own protection. Sub-accounts cannot participate — only the main account qualifies. Market makers, enterprise and institutional accounts are excluded, and any attempt to farm rewards through bulk-registered accounts, wash trading or self-dealing will result in disqualification. Each verified identity counts as one user even across multiple accounts. Also note that candies from this event are valid only for this campaign and expire automatically once the event ends, so there is no point sitting on them. And if you complete the task but never click Join Now, the volume will not be counted — that single click is the key that unlocks everything.
Now for my honest opinion. Campaigns like this are usually judged by two things: how easy it is to participate, and how fairly the reward is shared. This event scores well on both. The 1 USDT threshold means the barrier is essentially zero for anyone who already trades futures, while the 0.001 BTC per-user cap guarantees that the pool is spread widely rather than captured by a few whales. In that sense, it is more of a loyalty reward than a competition, and that is exactly the right design for an old users event. The realistic value per person is modest — under 80 dollars at current prices — so treat it as a bonus on top of your normal trading, not as a reason to trade recklessly. Futures trading itself involves leverage and carries real risk of loss, so trade within your limits and never increase your position size just to chase a small airdrop. The smart approach is simple: participate with your normal activity, click Join Now before you trade, and let the reward come to you.
The clock is ticking. The event ends on September 8, 2026, at 18:00 (UTC+8), and eligibility is already locked to accounts created before August 24, 2026, 16:00 UTC. If you are an existing Gate user, this is one of the easiest rewards the platform has ever put on the table — one dollar of futures volume for a share of 1 BTC. Open the official announcement, click Join Now, and take your place in the pool. Good luck, and trade responsibly.

#RobinhoodChainDailyRevenueSurpassesEthereum
🚨 ROBINHOOD CHAIN IS MAKING NOISE — BUT THE REAL STORY ISN’T A ONE-DAY REVENUE RANKING.
Robinhood Chain reportedly reached around $287K in daily chain revenue, putting it ahead of Ethereum in that particular measurement.
At first glance, that sounds like a simple blockchain leaderboard story.
But the deeper question is much more important:
WHEN FINANCIAL ACTIVITY MOVES ON-CHAIN, WHO ACTUALLY CAPTURES THE VALUE?
Robinhood Chain is an Ethereum Layer 2 built using Arbitrum technology, with a clear focus on bringing trading and tokenized financial activity onto blockchain infrastructure.
That makes its early growth especially interesting.
But there is an important detail traders should understand.
“Revenue” does not always mean the same thing across different data providers.
User fees, gross transaction fees, sequencer revenue and the amount ultimately retained by a network can all represent different measurements.
So comparing Robinhood Chain's revenue directly with Ethereum only makes sense when the same methodology, timeframe and definitions are being used.
Still, the underlying trend deserves attention.
🧩 THE L2 VALUE-CAPTURE PROBLEM
Ethereum has spent years becoming a major infrastructure layer for DeFi, stablecoins and tokenized assets.
But Layer 2 networks change the economic equation.
A financial platform can use Ethereum-compatible technology while capturing a meaningful portion of the economics generated by its own users.
That creates an important distinction:
Ethereum can benefit from ecosystem expansion without necessarily capturing every dollar of value created on top of it.
And if more exchanges, fintech companies and consumer platforms launch their own chains, this question becomes even more important.
📊 REVENUE ≠ SUSTAINABLE ADOPTION
Robinhood Chain's early numbers should not be viewed without context.
New networks can attract significant activity because of speculation, incentives, low fees and traders searching for fresh opportunities.
Early decentralized-exchange activity can also be heavily influenced by speculative assets and memecoin trading.
That doesn't make the activity meaningless.
But high volume alone does not prove long-term adoption.
The real test comes later:
DO USERS STAY WHEN THE HYPE FADES?
🏦 TOKENIZED FINANCE IS THE BIGGER OPPORTUNITY
This is where Robinhood Chain becomes particularly compelling.
Imagine a blockchain ecosystem handling:
• Tokenized stocks
• Stablecoins
• On-chain trading
• Lending and borrowing
• 24/7 financial markets
• Real-world assets
If those categories become meaningful sources of activity, the economics could look very different from a short-lived speculative trading cycle.
Robinhood already has a huge consumer-facing financial ecosystem.
The major question is whether it can move a meaningful portion of that audience onto blockchain rails.
If it succeeds, Robinhood Chain could become an important real-world experiment for how traditional finance integrates with public blockchain infrastructure.
⚖️ WHAT ABOUT ETHEREUM?
I wouldn't automatically interpret Robinhood Chain's growth as bearish for Ethereum.
There is another way to look at it.
Robinhood chose an Ethereum-compatible Layer 2 architecture instead of creating a completely isolated system.
That reinforces Ethereum's role as foundational infrastructure.
But there is a crucial distinction investors need to understand:
ECOSYSTEM GROWTH ≠ DIRECT TOKEN VALUE CAPTURE.
A network can become more widely used while another layer captures a significant share of the economics created by that usage.
That could become one of Ethereum's biggest strategic questions as the L2 ecosystem expands.
🔥 THE REAL TEST
Forget whether Robinhood Chain beats Ethereum on a single day.
Watch what happens next.
1️⃣ SUSTAINABLE REVENUE
Does activity remain strong after incentives and speculation cool down?
2️⃣ REAL-WORLD USAGE
Do tokenized assets and financial products become major sources of demand?
3️⃣ VALUE CAPTURE
Who ultimately benefits when billions of dollars of financial activity move on-chain?
One day's ranking can change tomorrow.
But the structural shift is harder to ignore.
Robinhood Chain may not simply be challenging Ethereum.
It could be showing the market how the next generation of financial infrastructure is being built:
FINTECH + BLOCKCHAIN + TOKENIZED ASSETS + 24/7 MARKETS.
And that experiment could be far more important than any single daily revenue number.
#Robinhood #RobinhoodChain #Ethereum #ETH
$HOOD ‌$ETH ‌

#RobinhoodChainDailyRevenueSurpassesEthereum
A NEW CHAIN TAKES THE DAILY CROWN APP REVENUE FLIPS ETHEREUM
The leaderboard just changed for a day
On Aug 31 rolling data showed the new broker chain with 2.66M in 24 hour app revenue ahead of other major networks The young chain also logged 495K in chain revenue in a single day well above peers
It is a snapshot not a full trend Yet it marks a clear shift in where user flow is going
THE NUMBERS BEHIND THE FLIP
App revenue measures fees earned by apps built on a chain not the base layer itself On the new chain three popular trading apps drove about 93 percent of the daily total
A leading decentralized exchange alone pulled over 5M in daily fees across all chains with about 4.38M coming from the new chain For context the same venue saw far lower fee share from Ethereum mainnet that day
DEX volume tells the same story The new chain ranked third across all networks with about 811M to 874M in daily DEX volume passing Ethereum two weeks after its July 1 launch Only two other large networks were ahead
NFTs added fuel Daily NFT trade hit 3.13M edging out Ethereum mainnet driven in large part by a breakout collection hub
Scale is building fast 11.6M daily transactions last week up 30 percent week on week Total value locked rose 32 percent to 473M
WHY IT IS HAPPENING NOW
Three drivers stand out
One Order flow The broker brings millions of retail users with deep stock and options flow now able to tap on chain swaps in one app
Two Low cost stack The chain runs on a modern rollup tech set This gives it low fees fast blocks and ready tooling
Three App mix Social trading apps thrive on fast cheap rails They earn real fees when volume spikes
WHAT IT MEANS AND WHAT IT DOES NOT MEAN
What it means User activity is moving to low cost high speed venues A consumer chain can out earn the pioneer on a hot day
What it does not mean Ethereum is still the core settlement layer for high value DeFi Over 30 days the new chain earned 3.13M in chain revenue still behind larger peers The one day app lead shows where retail buzz sits not who secures the most value
RISKS TO WATCH
Concentration Few apps drive most fees If hype cools revenue can drop fast
Staying power Can daily volume stay above 800M or was this a launch spike
Fee split How much stays with apps versus the chain will shape long run value
THE BIGGER PICTURE
This flip is less about Ethereum losing and more about distribution winning
The chain with the users and the simple on ramp can briefly take the fee crown even against a far older rival
Watch whether the new chain holds top three DEX volume for a full month and whether locked value pushes past 1B That will tell you if this is a lasting hub or a hot debut

#EventContracts1%Reward
Most traders click Event Contracts randomly throughout the day, treating them like a slot machine. But professional price-action traders use them as precision, time-locked instruments for one specific, high-probability setup: The Session Liquidity Sweep. 🕰️🎯
The #EventContracts1%Reward Carnival is live, and while the crowd is gambling on random 5-minute wicks, Smart Money is deploying a structured, time-based strategy. Here is the playbook on how to exploit the 9 available assets using professional Smart Money Concepts (SMC): 🧠
1️⃣ The "Liquidity Sweep" Anatomy
Markets build massive pools of liquidity (stop-losses) above and below the Asian session range. At the London Open and the New York Open, algorithms routinely "sweep" those levels to grab liquidity before reversing violently.
The Alpha: This setup has a known time horizon the sweep and reversal usually play out within 15 to 30 minutes of the session open. That is exactly what Event Contracts are built for. You aren't guessing direction randomly; you are buying a fixed-expiry contract on a specific, time-locked algorithmic event.
2️⃣ Why Perps Fail This Setup
If you try to trade a liquidity sweep with traditional perpetual futures, the violent sweep wick will hunt your stop-loss and liquidate your position seconds before the reversal happens.
The Fix: With Event Contracts, your risk is strictly capped at the ticket price. You can hold through the nasty sweep wick without getting stopped out, and catch the full reversal. Furthermore, because the contract expires in minutes, you have zero exposure to overnight gaps, funding rate bleed, or prolonged drawdowns.
3️⃣ The Campaign Math (Turning A+ Setups into +EV 🧮):
When you only take 2 high-conviction trades a day (the London sweep and the NY sweep), the 1% cashback on trading volume from the 200,000 USDT pool acts as a massive edge-multiplier, lowering your break-even win rate on every single contract. Combine that with the First-Loss Protection (your shielded entry on the first sweep of the day) and the tiered rewards, and you have transformed a professional price-action strategy into a mathematically subsidized grinding machine.
I am completely ignoring the mid-day chop. I set two alarms: London Open and New York Open. I wait for the liquidity sweep on BTC or ETH, enter the reversal on a 15-minute Event Contract, flat-size my risk, and let the 1% cashback pad my win rate. Two trades a day. Zero emotional noise.

#英伟达财报周 Nvidia Price Trend Analysis
As of August 29, 2026, Nvidia (NVDA) shares have experienced a dramatic roller-coaster ride. On August 24, the stock fell for a seventh consecutive trading day, closing at $208.48 and marking its longest losing streak since September 2022. It had fallen more than 10% from its May all-time high of $235.74, wiping out approximately $151 billion in market value in a single day. On August 25, the stock rebounded, gaining more than 2%; on August 26, it closed at $209.66. The market is holding its breath for the release of Nvidia’s second-quarter fiscal 2027 earnings report after the market close on August 26.
Three Pressures Behind the Losing Streak
This losing streak was not caused by deteriorating fundamentals, but by the convergence of multiple macro and micro factors. First, the yield on 30-year U.S. Treasuries climbed above 5.3%, with rising risk-free rates directly constraining the valuation potential of high-growth stocks. Second, concerns about the AI hardware supply chain intensified—surging memory costs pushed up the prices of servers equipped with Nvidia AI chips by more than 15%, while Morgan Stanley data showed that memory costs for Vera Rubin racks rose by as much as 435%. In addition, the market has begun questioning whether the GPU market’s Nvidia-dominated structure will weaken.
Bull-Bear Battle on the Eve of Earnings
The options market indicates that the stock is expected to see a two-way move of approximately 5.4% after the earnings report. Goldman Sachs analysts noted that Nvidia shares had already risen more than 12% over the past two weeks, meaning some positive news may have been priced in ahead of time. Goldman Sachs believes that if three major catalysts—improved cloud provider profitability, controllable financing platforms, and continued stock buybacks—fail to materialize, the stock could fall rather than rise. Franklin Templeton fund managers, meanwhile, stressed that the market needs not only earnings above expectations but also a clear capital allocation roadmap—the forward P/E ratio for Nvidia has fallen to approximately 21 times, showing a clear divergence from its revenue growth rate.
The Long-Term Logic Remains Solid
On August 27, Amazon announced an additional purchase of 2 million high-end Nvidia AI chips, on top of the 1 million chips previously announced. Bank of America reiterated its “Buy” rating with a $350 price target, while Raymond James raised its price target to $352. A consensus of 61 Wall Street analysts gives Nvidia a “Strong Buy” rating, with an average price target of $305.79.
In the short term, Nvidia is transitioning from “valuation-driven” growth to “performance validation.” In the long term, the narrative of AI infrastructure construction is far from over, but the market’s scrutiny of the “pick-and-shovel seller” is becoming more stringent than ever.

🔥 Gate Square Event Contract Screenshot Challenge Starts Today!
Confident in the market? Don’t just place orders—show off your analysis too 👇
Post your market view with #Gate事件合约晒单挑战 , or share screenshots of your positions, trades, or settlements after completing a transaction to participate!
🎁 The first valid screenshot post wins a 5 USDT fee cashback voucher
🛡️ New users can receive compensation of up to 5 USDT for losses on their first order
🏆 15 users win USDT, trial coupons, and official traffic support every day
🍀 Post your first entry today, then participate for 3 cumulative days for a chance to win 10 USDT
👉 Participate now: https://www.gate.com/campaigns/6081
📄 Event details: https://www.gate.com/announcements/article/101442